See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,058 | $109,413+24.4% | $156,263-12.9% | $84,808+60.4% |
| Participation rate | 79.3% | 72.7%+6.6pp | 78.9%+0.4pp | 68.3%+11.0pp |
| Annual return | 14.81% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,650 | $2,907-43.2% | $4,333-61.9% | $2,631-37.3% |
| Participant deferral / active EE | $6,720 | $4,590+46.4% | $6,158+9.1% | $4,212+59.6% |
| Admin fee / account holder | $22,492 | $9,357+140.4% | $14,255+57.8% | $7,344+206.3% |